Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,250 | $81,487-59.2% | $102,412-67.5% | $80,935-58.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.51% | 25.60%-18.1pp | 24.94%-17.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $2,128 | $3,103-31.4% | $3,870-45.0% | $2,757-22.8% |
| Participant deferral / active EE | $3,436 | $3,871-11.2% | $5,060-32.1% | $4,299-20.1% |
| Admin fee / account holder | $11,373 | $6,717+69.3% | $8,388+35.6% | $6,924+64.2% |